CRM Record Activity History Using Act-On Anywhere for Gmail

Track emails, add content from your Act-On account, & view a record's activity history with Act-On Anywhere for Gmail. You can also expand your view of a record's activity history beyond Gmail. (eg. Salesforce, Microsoft Dynamics, SugarCRM, and others).

Prerequisites

1. Download Act-On Anywhere for Gmail on Google Chrome (Download).
2. Set up & add your Act-On Account to Act-On Anywhere (Instructions).
3. Access to a CRM.

Setup Instructions

1. Sign in to your CRM.
2. Copy the domain URL for your CRM (everything after ‘https://’ and before the first ‘/’). For example:

3. In your Chrome browser, click the Act-On icon for Act-On Anywhere add-in & click Options:

4. Go to the Websites tab.
5. Click + Website.
6. Paste the URL from step 2 above.
7. Select the Timeline box:

8. Open up and view a record on your CRM.
9. Click the Act-On Anywhere ribbon on the right-hand side. For example:

10. Click Add/Select an Email.
11. Select the Email Address that corresponds to the record being viewed.

Setup for Multiple Act-On Accounts

If you have more than one Act-On account, use the following instructions to view the activity history from multiple Act-On accounts:

1. Add additional accounts to Act-On Anywhere for Gmail (Options > Account).
2. Click the account you want to use this will set the account to (Active Account).
3. Open up and view a record on your CRM.
4. Click the Act-On Anywhere ribbon on the right-hand side.
5. Click Add/Select an Email.
6. Select the Email Address that corresponds to the record being viewed.
7. Repeat these steps, selecting a different account in step 2.